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icono de OZ

Belpointe PREP
OZ

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Precision Wealth Strategies
1
Precision Wealth Strategies
Missouri
USD 24.7 M – – –
Empirical Wealth Management
2
Empirical Wealth Management
Washington
USD 23.1 M -USD 80.6 k -813 -0.3%
Bank of New York Mellon
3
Bank of New York Mellon
New York
USD 12.7 M +USD 1.39 M +14,000 +12%
AE Wealth Management
4
AE Wealth Management
Kansas
USD 11.4 M +USD 11.5 M +116,467 Nuevas
Belpointe Asset Management
5
Belpointe Asset Management
Nevada
USD 10.4 M -USD 2.43 M -24,568 -19%
United Asset Strategies
6
United Asset Strategies
New York
USD 9.9 M +USD 10.1 M +101,727 Nuevas
Lincoln National Corp
7
Lincoln National Corp
Pennsylvania
USD 5.38 M – – –
Wealth Alliance
8
Wealth Alliance
New York
USD 2.78 M – – –
Ratio Wealth Group
9
Ratio Wealth Group
Colorado
USD 2.21 M – – –
Mariner
10
Mariner
Kansas
USD 1.83 M +USD 403 k +4,067 +28%
Lloyd Advisory Services
11
Lloyd Advisory Services
Georgia
USD 1.68 M – – –
Keystone Wealth Services
12
Keystone Wealth Services
California
USD 1.3 M – – –
Fountainhead AM
13
Fountainhead AM
New Jersey
USD 1.24 M +USD 88.8 k +896 +8%
E
14
Ergoteles
New York
USD 1.17 M +USD 1.19 M +12,004 Nuevas
Kestra Advisory Services
15
Kestra Advisory Services
Texas
USD 1.14 M – – –
Sheets Smith Wealth Management
16
Sheets Smith Wealth Management
North Carolina
USD 1.09 M +USD 1.11 M +11,183 Nuevas
Mason & Associates (California)
17
Mason & Associates (California)
California
USD 1.01 M +USD 715 k +7,213 +230%
Accurate Wealth Management
18
Accurate Wealth Management
Florida
USD 749 k -USD 99 -1 -0%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
USD 733 k +USD 743 k +7,500 Nuevas
CAN
20
Claraphi Advisory Network
United States
USD 646 k – – –
Outlook Wealth Advisors
21
Outlook Wealth Advisors
Texas
USD 488 k – – –
Texas Yale Capital Corp
22
Texas Yale Capital Corp
Florida
USD 410 k – – –
Fulton Bank
23
Fulton Bank
Pennsylvania
USD 397 k +USD 402 k +4,060 Nuevas
UBS Group
24
UBS Group
Switzerland
USD 396 k -USD 55.5 k -560 -12%
Renaissance Technologies
25
Renaissance Technologies
New York
USD 342 k -USD 396 k -4,000 -53%
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